Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 22,691 | $1,289 | — | — |
| Q3 2025 | 43,872 | $2,427 | — | — |
| Q2 2025 | 59,213 | $3,099 | — | — |
| Q1 2025 | 320,909 | $16,389 | — | — |
| Q4 2024 | 350,823 | $17,941 | — | — |